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Ep. 149: This Month's CPI Report - Get Comfortable with Being Uncomfortable

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Manage episode 505754445 series 3347271
Content provided by Michael Ashton - the Inflation Guy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Ashton - the Inflation Guy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In his role as middle-school cross country coach, the Inflation Guy is fond of reminding runners that they should "get comfortable with being uncomfortable." The same, it seems, is true of inflation! From the lens of median inflation, it has leveled out around 3.6% and there are no real signs and no real math that bring it lots lower any time soon. But more interesting perhaps is how the Fed reaction function has changed. Listen to the Inflation Guy explain why the CPI report should still be important to investors even though it may no longer be very important to policymakers.

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (August 2025)” (https://inflationguy.blog/2025/09/11/inflation-guys-cpi-summary-august-2025/ )

Blog about the Fed’s abandonment of the important part of inflation targeting: “The Fate of FAIT was Fated” (https://inflationguy.blog/2025/09/02/the-fate-of-fait-was-fated/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Interested in becoming a customer of Inflation Guy? https://www.EnduringInvestments.com/

Check out the latest and greatest cryptocurrency – stable in real space! https://usdicoin.com/

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 505754445 series 3347271
Content provided by Michael Ashton - the Inflation Guy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Ashton - the Inflation Guy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In his role as middle-school cross country coach, the Inflation Guy is fond of reminding runners that they should "get comfortable with being uncomfortable." The same, it seems, is true of inflation! From the lens of median inflation, it has leveled out around 3.6% and there are no real signs and no real math that bring it lots lower any time soon. But more interesting perhaps is how the Fed reaction function has changed. Listen to the Inflation Guy explain why the CPI report should still be important to investors even though it may no longer be very important to policymakers.

NOTES

Blog for this month’s CPI: “Inflation Guy’s CPI Summary (August 2025)” (https://inflationguy.blog/2025/09/11/inflation-guys-cpi-summary-august-2025/ )

Blog about the Fed’s abandonment of the important part of inflation targeting: “The Fate of FAIT was Fated” (https://inflationguy.blog/2025/09/02/the-fate-of-fait-was-fated/ )

To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/

To Subscribe for free to the blog: https://inflationguy.blog/

Interested in becoming a customer of Inflation Guy? https://www.EnduringInvestments.com/

Check out the latest and greatest cryptocurrency – stable in real space! https://usdicoin.com/

  continue reading

100 episodes

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